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宏光半導體(06908)股價大幅上升140.964%,現價港幣$1.0 @ 2024-10-04T Back Hot News
Keyword:半導體
Concept:港股半導體
半導體股快速拉漲:上海復旦大漲超21%領跑,龍頭中芯國際大漲超16%,宏光半導體、華虹半導體均大漲超15%。華泰證券指出,在在地化生產及國內消費電子需求修復背景下,Q2國內晶圓代工企業處於較為滿載狀態,中芯國際及華虹產能利用率分別為85.2%和97.9%,Q3在智能手機等消費電子需求旺季驅動下,我們認為產能利用率有望保持提升趨勢。該行指出,當前中芯和華虹一年期前向PB估值仍處於歷史較低水平,看好後續估值修復行情。
10月4日|國際投行再度聚焦半導體投資機會,港股半導體股午後漲幅持續擴大,宏光半導體一度飆漲超312%領跑,晶門半導體大漲超90%,上海復旦、華虹半導體漲超25%,中芯國際漲超22%。
10月4日|晶門半導體大漲60%,宏光半導體漲50%,華虹半導體漲28%,中芯國際、上海復旦漲超25%。消息上,三季度以來,外資頂級機構持續關注A股市場,尤其對半導體板塊表現出濃厚興趣。淡馬錫、紅杉資本、貝萊德、高盛、摩根士丹利等知名機構頻頻出現在多家半導體類上市公司的調研名單中。

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